Road Trip: Mastering The Strategic Process Of Action Planning

Road Trip: Mastering The Strategic Process Of Action Planning

Denise Keiser AFC®, Counseling Programs Manager

People seek financial counseling because they want things to be different in their financial lives. They are looking for change like relief from surmounting debt, less financial stress, or they have important financial goals to reach like buying a home or saving for retirement. Regardless of the individual’s reason, the counseling process is the same. The process starts with…

Swipe Up: Social Media Spending

Swipe Up: Social Media Spending

Lindsey Deinhardt, Director of Organizational Development

Over decades, we have integrated social media into our lives: it is how we connect with people and organizations. Consequently, companies have taken advantage of this and turned what used to be a networking tool into an easy way to advertise. The average American will spend more than…

Multiple Financial Wellness Vendors: A Blended Family With One Goal

Multiple Financial Wellness Vendors: A Blended Family With One Goal

Jen Martin, Director of Partner Relations

In the first article in this series, we discussed how searching for the perfect financial fitness partner is like dating. Then in part two, we reviewed that every great partnership requires commitment (similar to a marriage), goal alignment, and working together. In part three, we will talk about how relationships change or adapt over time…

Insights from the Front Lines: Housing Counseling

Insights from the Front Lines: Housing Counseling

By: Linda Davis-Demas, Senior Director of Housing

Housing Counseling is a core competency of BALANCE. We handle pre-purchase, post-purchase, foreclosure prevention, rental, and reverse mortgage counseling. We are a HUD approved national housing counseling agency. We work with mortgage servicer partners…

Five Steps to Financial Triage

Five Steps to Financial Triage

By: Karina Galvan-Torres, Senior Director of Operations

During times of economic crisis and uncertainty, the significance of prioritizing financial stability suddenly leads every conversation with family and friends. For agencies, like BALANCE, that provide services to underserved and financially vulnerable communities every day…

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